MFA
XYZ

Morling Financial Advisors’s Block Inc XYZ Stock Holding History

Morling Financial Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,095
Closed -$634K – 90
2022
Q4 		$634K Hold
10,095
– – 0.81% 27
2022
Q3 		$555K Hold
10,095
– – 0.76% 29
2022
Q2 		$620K Buy
+10,095
New +$922K 0.81% 29

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Morling Financial Advisors's XYZ Position: Q1 2023 in Review

Morling Financial Advisors sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 10,095 shares — an estimated $634K sold.

Morling Financial Advisors first reported a position in XYZ in Q2 2022 and held it in 3 quarters. The position peaked at $634K in Q4 2022. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Morling Financial Advisors reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Morling Financial Advisors sold 10,095 Block Inc shares in Q1 2023, an estimated $634K.
  • Morling Financial Advisors first reported a position in Block Inc in Q2 2022 and held it in 3 quarters.
  • Morling Financial Advisors's Block Inc position peaked at $634K in Q4 2022.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Morling Financial Advisors's 13F filing for Q1 2023, filed 2 May 2023.